PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$8.36M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.3M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$7.16M
4
XOM icon
Exxon Mobil
XOM
+$2.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.22M

Sector Composition

1 Technology 9.34%
2 Consumer Staples 6.65%
3 Healthcare 5.88%
4 Financials 2.66%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.7%
34,243
+1,374
27
$2.68M 0.66%
17,555
+9,500
28
$2.64M 0.65%
20,246
+651
29
$2.62M 0.65%
28,956
+788
30
$2.5M 0.62%
4,906
+2,180
31
$2.46M 0.61%
84,858
+2,255
32
$2.39M 0.59%
28,959
-28,753
33
$2.34M 0.58%
4,068
+1,738
34
$2.16M 0.53%
15,520
-15,940
35
$2.13M 0.52%
113,724
-17,516
36
$2.13M 0.52%
9,586
+306
37
$1.95M 0.48%
31,449
+20,237
38
$1.78M 0.44%
24,354
+5,291
39
$1.63M 0.4%
7,168
+28
40
$1.56M 0.38%
5,198
+73
41
$1.55M 0.38%
31,176
+9,090
42
$1.52M 0.37%
11,173
+259
43
$1.48M 0.36%
14,785
-116
44
$1.44M 0.36%
8,625
+5,495
45
$1.44M 0.35%
27,744
+12,526
46
$1.42M 0.35%
10,361
-1,835
47
$1.31M 0.32%
3,711
+9
48
$1.24M 0.31%
45,520
+1,060
49
$1.23M 0.3%
9,141
+7,983
50
$1.08M 0.27%
15,410
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